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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,249 | $100,811+17.3% | $86,698+36.4% | $134,545-12.1% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -17.19% | 29.11%-46.3pp | 35.96%-53.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,857 | $3,490-18.1% | $2,837+0.7% | $4,742-39.7% |
| Participant deferral / active EE | $2,522 | $5,339-52.8% | $4,656-45.8% | $6,401-60.6% |
| Admin fee / account holder | $4,538 | $10,926-58.5% | $7,492-39.4% | $11,431-60.3% |